Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HIXZX (Virtus Interm T/E Bond A) | NA | 2.89% | 8.47% | 3.65% | 3.77% | NA | NA | 4.35% |
Data as of 10/20/2011, AR inception is 02/16/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIXZX (Virtus Interm T/E Bond A) | 02/16/2001 | 10/20/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.89 | 8.47 | 3.65 | 3.77 | NA | NA | 4.35 | 6.28 | 2.68 | 13.69 | -7.93 | 3.30 | 4.14 | 1.96 | 2.44 | 4.41 | 9.57 | 4.25 |
| Sharpe Ratio | NA | 1.06 | 2.51 | 0.75 | 0.78 | NA | NA | 0.86 | 3.84 | 1.08 | 4.08 | -1.46 | 0.12 | 0.38 | -0.10 | 0.45 | 1.22 | 2.77 | 1.15 |
| Standard Deviation(%) | NA | 2.67 | 3.34 | 3.60 | 3.25 | NA | NA | 3.18 | 2.03 | 2.41 | 3.33 | 6.05 | 2.37 | 2.21 | 2.23 | 3.32 | 3.04 | 3.06 | 2.45 |
| Draw Down(%) | NA | 4.63 | 6.36 | 12.61 | 12.61 | NA | NA | 12.61 | 1.58 | 4.18 | 2.71 | 12.61 | 1.81 | 1.27 | 2.13 | 5.30 | 4.73 | 3.79 | 3.22 |
| Yield(%) | 0.00 | 2.77 | 2.39 | 3.26 | 3.62 | 2.67 | 2.00 | 4.01 | 2.02 | 3.25 | 0.66 | 3.31 | 4.57 | 6.08 | 4.09 | 3.59 | 3.71 | 4.16 | 4.00 |
Data as of 10/20/2011, AR inception is 02/16/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIXZX (Virtus Interm T/E Bond A) |
-0.32%
Dec 2005 - Dec 2008 |
0.68%
Dec 2003 - Dec 2008 |
3.54%
Mar 2001 - Mar 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIXZX (Virtus Interm T/E Bond A) |
6.39%
Sep 2008 - Sep 2011 |
4.47%
Apr 2001 - Apr 2006 |
3.84%
Sep 2001 - Sep 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart